VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$335K 0.03%
5,116
+684
352
$331K 0.03%
2,735
-264
353
$330K 0.03%
9,404
+1,652
354
$328K 0.03%
+13,413
355
$322K 0.03%
14,250
-48
356
$318K 0.03%
8,523
+481
357
$316K 0.03%
7,737
-793
358
$314K 0.03%
6,487
+2
359
$313K 0.03%
7,416
360
$311K 0.03%
6,244
+730
361
$311K 0.03%
1,350
-4
362
$308K 0.03%
11,391
+472
363
$308K 0.02%
2,242
+243
364
$308K 0.02%
1,977
-70
365
$306K 0.02%
9,336
-1,563
366
$303K 0.02%
1,457
+49
367
$300K 0.02%
2,716
+264
368
$297K 0.02%
1,965
+76
369
$293K 0.02%
9,351
-4,730
370
$292K 0.02%
2,292
-1,399
371
$290K 0.02%
5,165
-75
372
$287K 0.02%
7,412
-56
373
$287K 0.02%
2,706
-7
374
$286K 0.02%
2,551
-79
375
$283K 0.02%
3,449
-400
13 14
15
16 17